Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

Nvidia is reportedly pushing for 10Gb/s HBM4 memory to enhance bandwidth and compete with AMD's upcoming MI450 Helios systems. This move aims to increase per-GPU bandwidth and performance. SK hynix is Nvidia's primary HBM supplier, while Samsung is focusing on node migration to improve clock speeds and power efficiency. Nvidia's Vera Rubin platform is designed for demanding inference workloads, offering high bandwidth capabilities. However, relying on 10Gb/s HBM4 poses challenges such as supplier variations and power constraints.